Named Account Executive - Banking / Insurance / Fintech

Named Account Executive - Banking / Insurance / Fintech

Full-Time 60000 - 80000 £ / year (est.) No working from home possible
B Capital

At a Glance

  • Tasks: Engage with customers to sell Salesforce solutions and drive satisfaction.
  • Company: Leading tech company revolutionising customer relationship management.
  • Benefits: Competitive salary, flexible work options, and growth opportunities.
  • Other info: Fast-paced environment with excellent career advancement potential.
  • Why this job: Join a dynamic team and make a real impact in the fintech space.
  • Qualifications: Proven sales experience and strong communication skills.

The predicted salary is between 60000 - 80000 £ per year.

Our Account Executives engage with existing customers and new leads to sell the entire Salesforce Customer 360 platform. They build positive, trusted relationships with both key team members and c-suite decision makers within their patch, and become natural at helping customers realize value from their Salesforce investments. You will use your skills to develop opportunities, through both warm leads and whitespace prospecting.

Responsibilities

  • Develop key customer stakeholder relationships and drive customer satisfaction at assigned accounts.
  • Develop and drive the overall long-term strategy for the account, aligned with customer business objectives.
  • Lead the end-to-end sales process through the engagement of appropriate resources such as Sales Engineers, Professional Services, Executives, Partners, etc.
  • Territory identification and research, to formalize a go-to-market territory strategy and create a qualified target account list within 30 days.
  • Share Salesforce value proposition for existing and/or new customers.
  • Drive growth within an existing assigned account.

Required Skills and Qualifications

  • Demonstrated success of quota carrying, technology solution-based direct sales experience.
  • Account Planning Strategies: Create account plans to retain and grow ACV (Actual Contract Value) with existing accounts with a focus on upsell and cross-sell.
  • Research and Discovery: Uncover customers’ current processes, business objectives, and strategic goals based on customer discovery, use cases, and value hypotheses.
  • Solutioning: Identifies compelling value propositions that address customer needs by demonstrating an understanding of technology solutions.
  • Customer Communication: Interacting with customers in a clear, concise, and timely manner using a variety of communication methods (writing, speech, presentation) and tools (whiteboarding, Slack, Google Slides, Zoom).
  • Resource Application: Continuously runs toward results using the full capabilities of available resources and tools.
  • Team Selling: Aligns with the full capacities of the account team and partners to support the deal and customer success.

Preferred Skills and Qualifications

  • Excellent interpersonal and communications skills.
  • Sales Methodology education.
  • Ability to develop cases and service requirements, while crafting and leading strategic alliances.
  • Ability to thrive in a fast-paced environment.
  • Track record of consistently achieving or surpassing quota.
  • Ability to work with multiple internal teams, govern, inspire, and leverage resources to align with account objectives.
  • Experience will be evaluated based on alignment with the core competencies for the role (e.g. extracurricular leadership roles, military experience, volunteer work, etc.).

Named Account Executive - Banking / Insurance / Fintech employer: B Capital

As a Named Account Executive at our company, you will thrive in a dynamic and supportive environment that prioritises employee growth and development. We offer competitive benefits, a collaborative work culture, and the opportunity to engage with leading clients in the banking, insurance, and fintech sectors, all while being part of a forward-thinking team that values innovation and customer success.

B Capital

Contact Details:

B Capital Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Named Account Executive - Banking / Insurance / Fintech

Tip Number 1

Network like a pro! Get out there and connect with people in the banking, insurance, and fintech sectors. Attend industry events, join relevant online forums, and don’t be shy about reaching out on LinkedIn. Building relationships can open doors to opportunities that aren’t even advertised!

Tip Number 2

Do your homework! Research potential companies and their key decision-makers. Understand their business objectives and challenges. This knowledge will help you tailor your pitch and show how you can add value to their operations, making you stand out from the crowd.

Tip Number 3

Practice your pitch! Whether it’s a casual chat or a formal meeting, being able to clearly articulate how you can help a company achieve its goals is crucial. Use role-playing with friends or colleagues to refine your approach and boost your confidence.

Tip Number 4

Apply through our website! We’re always on the lookout for talented individuals who can drive customer satisfaction and growth. By applying directly, you’ll ensure your application gets the attention it deserves, and you might just land that dream job with us!

We think you need these skills to ace Named Account Executive - Banking / Insurance / Fintech

Direct Sales Experience
Account Planning Strategies
Customer Discovery
Value Proposition Development
Customer Communication
Resource Application
Team Selling

Some tips for your application 🫡

Tailor Your Application:Make sure to customise your CV and cover letter for the Named Account Executive role. Highlight your experience in technology solution-based sales and how you've built relationships with key stakeholders. We want to see how you can drive customer satisfaction and align with their business objectives!

Showcase Your Success:Don’t just list your responsibilities; share your achievements! Use specific examples of how you've met or exceeded quotas in previous roles. We love numbers, so if you can quantify your success, do it! It shows us you know how to deliver results.

Communicate Clearly:Your written application is your first impression, so make it count! Use clear and concise language, and ensure there are no typos or grammatical errors. We appreciate good communication skills, and this is your chance to demonstrate them right from the start.

Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it gives you a chance to explore more about StudySmarter and what we stand for!

How to prepare for a job interview at B Capital

Know Your Salesforce Inside Out

Before the interview, make sure you’re well-versed in the Salesforce Customer 360 platform. Understand its features and how it can benefit banking, insurance, and fintech sectors. This knowledge will help you articulate how you can drive value for customers.

Build a Relationship Strategy

Think about how you would develop key customer stakeholder relationships. Prepare examples of how you've successfully engaged with C-suite decision makers in the past. This will show your ability to build trust and drive customer satisfaction.

Demonstrate Your Sales Process Mastery

Be ready to discuss your end-to-end sales process. Share specific instances where you’ve led a sales cycle, engaged resources effectively, and achieved results. This will highlight your strategic thinking and resource application skills.

Showcase Your Research Skills

Prepare to talk about how you identify and research target accounts. Discuss your approach to territory identification and how you create account plans that align with customer business objectives. This will demonstrate your proactive mindset and ability to drive growth.